Birch Hill Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $486K | Sell |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $461K | Hold |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $380K | Hold |
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|
2019
Q3 | $351K | Sell |
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|
2019
Q2 | $361K | Sell |
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|
2019
Q1 | $383K | Hold |
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|
2018
Q4 | $338K | Hold |
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|
2018
Q3 | $396K | Sell |
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|
2018
Q2 | $376K | Sell |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $406K | Sell |
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|
2017
Q3 | $392K | Sell |
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|
2017
Q2 | $397K | Sell |
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|
2017
Q1 | $389K | Hold |
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|
2016
Q4 | $370K | Buy |
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|
2016
Q3 | $353K | Hold |
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|
2016
Q2 | $342K | Sell |
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|
2016
Q1 | $344K | Buy |
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|
2015
Q4 | $305K | Hold |
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|
2015
Q3 | $288K | Sell |
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|
2015
Q2 | $327K | Sell |
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|
2015
Q1 | $335K | Sell |
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|
2014
Q4 | $332K | Sell |
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|
2014
Q3 | $322K | Buy |
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|
2014
Q2 | $322K | Hold |
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|
2014
Q1 | $307K | Buy |
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|
2013
Q4 | $297K | Sell |
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|
2013
Q3 | $272K | Sell |
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|
2013
Q2 | $264K | Buy |
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